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Jeff is an Executive Vice President of HUB Retirement and Wealth Management (formerly Washington Financial Group), where he has built significant relationships for more than 30 years by earning the trust of each client as he helps them pursue what is most important in their lives. In fact, Jeff’s colleagues often joke with Jeff that all his clients are family relations – because that’s how he approaches working with them. He refuses to provide advice or guidance to a client that he would not feel equally confident providing to his own family members.
Jeff is an encyclopedia of knowledge regarding investment and insurance matters, and is relied on for his wisdom within HUB and throughout the wealth management community. He is dedicated to forming long term relationships with individuals, business owners and non-profit organizations through proactive strategies that aim to target their insurance and investment needs. Jeff works with clients and their legal and tax advisors to help pursue a strategy that aims to balance life planning with financial planning.
Jeff and his wife Barbara have four children: Erin, Daniel, Austin, and Rachel, with whom they maintain a very active lifestyle, including skiing, golf, racquetball, tennis, and scuba diving.
Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Global Retirement Partners, LLC, a registered investment advisor. Insurance services offered through HUB International. Global Retirement Partners, Washington Financial Group, HUB Retirement and Wealth Management and HUB International are separate and unaffiliated with LPL Financial. Washington Financial Group and HUB Retirement and Wealth Management are the approved names under which LPL Financial business is conducted.
The LPL Financial representatives associated with this website may discuss and/or transact securities business only with residents of the following states: Alabama, Arizona, California, Colorado, Connecticut, Delaware, District Of Columbia, Florida, Georgia, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Washington, West Virginia, Wisconsin, Wyoming.
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